FineBI data analysis process

Install FineBI software

FineBI installation and startup

Open FineBI for initial settings

Initialize settings

Understand the FineBI operation interface

FineBI interface introduction

Familiar with FineBI's unique nouns

FineBI specific nouns

Quick start through case

• The easiest dashboard production: use Excel to create a dashboard

• Quick start for salesperson: Quick start for salesperson

• A complete quick start for administrators: analysis of ideas

Other:

Like the video, you can learn the product function through the video

Video learning

Improve the efficiency of the use of help documents

How to use the help document

Questions in product use:

Installation, startup and upgrade related issues

Summary of BI installation and upgrade issues

Problems in use

Summary of BI usage issues

More questions can be solved through the built-in assistant of the product

FineBI assistant plugin

Data preparation

Upload the data to be analyzed to the FineBI database and perform basic processing.

For details, see: Data Preparation

Create data connection

The administrator builds a data bridge between the database and FineBI to ensure that the data can be uploaded successfully. For details, see: Configure data connection

New groups and business packages

The business package is equivalent to the folder where the data table is stored, and is the place where the data table is stored.

For details, see: group management, business package

management

Add data table

Under the business package, add the data table to FineBI.

For details, see: Adding a database table

Basic table processing

Perform basic processing on the acquired raw data, including table field settings, self-circulating columns, and row-column conversion. For details, see: Editing the basic table

Data processing

The basic table data is processed, cleaned, and converted into tables required for data analysis.

For details, see: Overview of Self-Service Data Set

Data processing container: self-service data set

Create a self-service data set

Create a new table: self-service data set

For details of the overall process, see: Create a self-service data set

Select data source

Add simply processed basic table data to this table (list A)

Select association table

Add the data of other tables (B, C tables) that exist between tables

For details about adding associations between tables, see: Adding associations between tables

Data processing

Process the data in the self-service data set. Realize the functions of filtering, grouping and summarizing, adding columns, field settings, sorting, merging left and right, and merging up and down.

Save self-service data set

Save the self-service data set and wait for visual analysis.

Visual analysis

Display the processed data table in a visual way.

For details, see: Overview of Building Visual Components

Containers for visual analysis: components

Container for displaying components: Dashboard

New dashboard

Create a new dashboard to place the content of the visual analysis.

For details, see: Dashboard Overview

Add visual components

After entering the dashboard editing interface, add components according to the data table that needs to be analyzed.

Several components can be added to a dashboard. For details, see: Adding components

Add calculated field

After successfully adding the component, enter the component editing interface.

You can analyze the data table and add calculation fields, such as finding a percentage or the same ring ratio data. For details, see: Adding a calculated field

Choose chart type

The visualization components are divided into table components and chart components.

• The table component can display the data situation more comprehensively;

• The chart component can analyze data trends and data percentages in different forms.

For details, see: Introduction to Table Types, Introduction to Chart Types

Data processing

Process the data of the visual components, including filtering, sorting, grouping, modifying the quantity unit, and setting the analysis area field of the component data.

After completing the component production, you can continue to add visualization components of other chart types.

Add interactive features

After successfully adding the visualization component, enter the dashboard editing interface to add interactive functions (OLAP functions) to enrich the data analysis effect of the dashboard. Including data drill, jump, linkage, use filter component, Tab component, text component, picture component, Web component, parameter. For details, see: Overview of Interactive Functions

Examples of scenarios:

1) Realize adding dynamic filter conditions to multiple components: filter components control multiple components

2) Click to jump from one dashboard to another and pass parameters: jump

3) Click on a piece of data under component A, component B will display related content: linkage

Dashboard design

After adding components to the dashboard, you can perform operations such as style beautification, layout adjustment, regular data refresh, and dashboard undo/restore on the dashboard editing interface.

For details, see: Dashboard Design

Dashboard preview

After the dashboard is finished, enter the dashboard preview interface. You can view the dashboard analysis effect under all data.

For details, see: Dashboard Preview

Dashboard sharing

Share the results of data analysis with others for viewing. For details, see: Share Dashboard

Dashboard view

Help users view the results of dashboard analysis

For details, please refer to: View User Operation Guide

Dashboard view

There are many techniques for viewing dashboards as components. After mastering them, they can help users view data analysis content more effectively.

For example, table dynamic switching fields, table column width adjustment, component enlargement, component view details and other operations.

Dashboard export

FineBI supports the export of the entire dashboard or individual components, supports PDF, and

  The form of Excel. For details, see: Dashboard Export

Save dashboard as

For the dashboard shared with yourself, save it as a local and edit it again.

For details, see: Save Dashboard As